+122,851.5%
AAPL vs BP
+1,327.5%
+121,524.0%
-81.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +0.5% | -3.0% | -2.7% |
| 7D | +0.1% | +3.9% | -3.9% | -1.1% |
| 30D | +3.0% | +7.6% | -4.6% | +0.6% |
| 3M | +2.9% | +0.7% | +2.2% | +2.1% |
| 6M | +22.1% | +15.5% | +6.6% | +15.4% |
| YTD | +18.0% | +30.8% | -12.8% | +7.1% |
| 1Y | +33.9% | +34.3% | -0.4% | +20.2% |
| 3Y | +71.2% | +35.1% | +36.1% | +51.1% |
| 5Y | +112.6% | +126.8% | -14.2% | +55.9% |
| 10Y | +1,198.8% | +123.4% | +1,075.4% | +797.5% |
| All | +122,851.5% | +1,327.5% | +121,524.0% | +44,353.1% |
Cumulative growth
Daily Returns
Daily percentage return beside BP.
Daily Out/Under-Performance
Portfolio return minus BP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BP return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded BP wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling